If you are using Swantide's Product Data Package and have a specific Picklist Field and Value on Product Instance record(s) that is related to a Lead, use this Swantide Workflow to update the corresponding Picklist Field on the Lead Record (Related by the Admin Lead Lookup Field)
In the below Example, when a Product Instance record is created or updated and if the Picklist Field "Subscription Status" is updated to "Active" then update the related Lead's Picklist Field "Subscription Status" to "Active"
Variable Inputs in Swantide:
Lookup Field = Admin Lead. This is the Lookup Field that relates a Product Instance Record to a Lead.
Picklist Field on Product Instance = Select the Picklist Field and Value in Scope. In this case we want to select Subscription Status as the Field and "Active" as the Value.
Picklist Field on Lead = Select the corresponding Picklist Field on the Lead. In this case, we have a Picklist Field called "Subscription Status" so we select that.
How this Looks like in Salesforce:
Here we have a Lead "Yoshi Yoshi" with a Subscription Status set to "None". This is due to the fact that 1) the Lead has no related Product Instances, furthermore 2) has no Product Instances with an "Active" subscription.
But when a Product Instance is Created tied to Yoshi with an "Active" subscription Status, you can see that the Lead is now updated with an "Active" Subscription Status under the Lead Record.
